What public Form 5500 filings show about the Serratelli Schiffman Shaffer, PC 401(k) plan — and how to find and check your own account.
Serratelli Schiffman Shaffer, PC (EIN 25-1646877) reports SERRATELLI SCHIFFMAN SHAFFER, PC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.3M in plan assets across 8 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Serratelli Schiffman Shaffer, PC filing — schedules, fees, and providers.
Serratelli Schiffman Shaffer, PC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Serratelli Schiffman Shaffer, PCHR for the recordkeeper’s name and login.
